You have distinct advantages when you work with a Certified Financial Planner ™.
Bound by the fiduciary oath- A CFP® is bound by the fiduciary oath, which states that we must always put your interests above our own.
Held to the highest standards- Obliged to uphold the principles of integrity, objectivity, competency, fairness, confidentiality, professionalism and diligence.
Recertified every two years- The CFP® designation is recertified every 2 years through a combination of industry vetting and continuing education.
Bound by the four E’s- Education, Examination, Experience and Ethics.
